Investment Analyst jobs in Boston, MA

Interns will participate in the Investment Analyst Academy, engaging in live training, investment simulations, and case studies. They will shadow investment professionals to learn about portfolio construction, manager research, and institutional client support.

The Project Delivery Analyst will lead end-to-end delivery of initiatives across Finance, Workforce, and Vendor programs while managing project plans, milestones, and dependencies. They are responsible for establishing project governance, providing transparent reporting, and driving mitigation plans for risks and issues.

The Investment Talent Analyst will help build and execute initiatives that strengthen how investors develop, perform, and expand their impact at the firm. This involves translating strategic objectives into practical frameworks, managing ongoing processes, and collaborating across investment and partner teams.

Independently value private equity investments, late-stage growth companies, pre-IPO issuers, and private fund interests, including building valuation models and assessing third-party recommendations under ASC 820. Develop and improve valuation policies and controls, support audits and committee presentations, and collaborate with investors, providers, portfolio companies, and fund services teams.

Support Account Executives in developing client and prospect pipelines, preparing meeting follow-ups, and coordinating new-business presentations and RFPs. Maintain accurate Salesforce account and pipeline data, research client accounts and competitors, report sales progress, and assist with marketing campaigns and process improvements.

The Investment Production Analyst supports business development by maintaining and automating marketing materials for investment management strategies. They act as a project manager for collateral such as pitchbooks and factsheets while ensuring data accuracy and regulatory compliance.

The analyst ensures investment transactions and holdings comply with client guidelines and regulatory requirements. This includes reviewing Investment Management Agreements, maintaining the Sentinel monitoring system, and providing pre- and post-trade support.

Analysts assist consulting teams with investment manager searches, asset allocation studies, and performance monitoring for client relationships. They also collaborate across the firm to prepare client reports, meeting materials, and conduct due diligence research on investment management firms.

Lead the design, governance, and continuous improvement of Fixed Income Index portfolio management workflows across front-office platforms. Partner with investment teams, product owners, and technology stakeholders to translate business priorities into scalable technical solutions.